Doubt regarding automation of qualifying lead

[Prayat]

I have a process which i want to automate

I have an entity called application whose form is in a power page portal which adds to record in the entity when filled and submitted

It also has a lookup field from leads table. So record is added for this lead. 

I want that when an application is filled and submitted and record is created in the application table, I want that lead will be qualified automatically.

This is where its a bit confusing as here is what i have done so far

So i am selecting the environment and table and storing the lookup field in a variable
Next set of steps i want to do is that check if the lookup field in application table matches the name field in leads table and then i want to qualify the lead

So want to know the steps of how to do it in as many details as possible.

thank you.

[ChrisPiasecki]

Hi @Prayat,

Couple of things:

1. Looks like you are using the Dataverse (Legacy) connector. This is deprecated, you should use the Dataverse connector (icon is green)
2. If you want to qualify a lead, you won't need the name field or to set a variable for the next step, just the unique identifier which you should already have from the trigger if it was set.
3. Add the Run a Bound Action from the Dataverse connector
   • Select the Leads table 
   • Select the Qualify Lead action
   • Specify the Lead which should be available from your trigger
   • Set the Status to 1 (Qualified) 
   • Set the Status Reason to 3 (Qualified)
   • Set other required fields based on your scenario need

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[Prayat]

Hi @ChrisPiasecki ,

Thank you for the quick response but I have a follow up doubt.

I have added the run a abound action as you advised and the flow looks like this

I have doubt regarding this row id field i.e what do i fill in this. Do i select the lookup id of lead from application entity ?

Also in this flow where does it match which lead's record has been created in the application table when a lead fills the power page portal form of application entity

[ChrisPiasecki]

Hi @Prayat,

1. Yes - you select the Lead from the Application record that triggered the flow.
2. Is the lead filling in the application form on the Power Pages website a logged in user, or is your website setup with anonymous authentication and therefore no contact record created yet?
   1. If the website visitor is logged in, then you should have a Lookup to Contact setup on your application table. In the Flow action, set the OpportunityCustomerId to contacts/<<contactLookup>>, replacing <<contactLookup>> with the appropriate lookup column from Applications. 
   2. IIf the visitor is not logged in and your application doesn't have an associated Contact record, then you should set the CreateContact to Yes so it will create a new one and associate it with the Lead and Opportunity record that gets created. 

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[Prayat]

Hi @ChrisPiasecki 
To answer your previous question, Yes we are sending leads the url of  application form in the portal to fill out in form of emails in marketing lists just like we send campaigns.

However I am still having confusion regarding this perform a bound action

Above are those fields which i have set as advised.
However there are no fields in this action which allow to set status and status reason as qualified.

We have one field but its options for setting qualified are not there

So where can we set the values for status and status reason ?

Do we have to create another action for updating row ?

And also will the purpose of qualifying a lead on submission of application form be complete with this flow(check first image) or do i have to add anything else ?'

Thank you.

[ChrisPiasecki]

Hi @Prayat,

The Status field of the bound action is expecting a integer value. Put in the value of 1, which will correspond with the Qualified status. 

With regards to Status Reason, looks like you don't need to specify it manually as the Action probably sets it to "Qualified" automatically since that is the purpose of the action. 

You will also have to specify the opportunitycurrencyid. You can populate this with the Currency column value from the Lead record.

Other than that I believe you have all the required information. Give it a test and see if it works the way you're expecting. 

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[Prayat]

Hi @ChrisPiasecki 

Actually I was trying to test the flow some time ago, I had these steps in my flow

- When a row is added, modified or deleted

- Perform a bound action

- update row 

in the perform a bound action i had errors in my flow checker so I made status field empty

Also in the update record action
Status - qualified

Status Reason - qualified

But on saving and testing in manually when i created a record in application(which is the trigger)
I got the following error

Error identified in Payload provided by the user for Entity :'', For more information on this error please follow this help link https://go.microsoft.com/fwlink/?linkid=2195293 ----> InnerException : Microsoft.OData.ODataExceptio...

[Prayat]

Part of the error msg got deleted in the last post. This is the error message
Error identified in Payload provided by the user for Entity :'', For more information on this error please follow this help link https://go.microsoft.com/fwlink/?linkid=2195293 ----> InnerException : Microsoft.OData.ODataException: One or more parameters of the operation 'QualifyLead' are missing from the request payload. The missing parameters are: Status. at Microsoft.OData.ODataParameterReaderCore.EnterScope(ODataParameterReaderState state, String name, Object value) at Microsoft.OData.JsonLight.ODataJsonLightParameterDeserializer.ReadNextParameter(PropertyAndAnnotationCollector propertyAndAnnotationCollector) at Microsoft.OData.ODataParameterReaderCore.ReadImplementation() at Microsoft.OData.ODataParameterReaderCore.<>c.<Read>b__18_0(ODataParameterReaderCore thisParam) at Microsoft.OData.ODataParameterReaderCore.InterceptException[T](Func`2 action) at Microsoft.Crm.Extensibility.ODataV4.CrmODataActionPayloadDeserializer.Read(ODataMessageReader messageReader, Type type, ODataDeserializerContext readContext) at System.Web.OData.Formatter.ODataMediaTypeFormatter.ReadFromStream(Type type, Stream readStream, HttpContent content, IFormatterLogger formatterLogger).

[ChrisPiasecki]

Hi @Prayat,

It may be easier to troubleshoot over a Teams call instead of continuing back and forth in the thread. Feel free to send me a private message and we can arrange a Teams call. 

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